Heritage Financial Partners is a firm of on-demand analysts and consultants that can be engaged on a consulting or contract basis for projects ranging from a few hours to a few months.
Our analysts and consultants perform investment due diligence, financial analytics, valuations, strategy consulting, and market research for investment funds and enterprises. Our clients range from start-up entrepreneurs to multi-million dollar corporations. Our analysts have experience in principal investing, investment banking, equity research, FP&A, corporate M&A, and strategy consulting. We look forward to bringing our energy and expertise to any project we take on.
We have worked with hedge funds, real estate funds, private equity practices, startups, and corporate enterprises. For principal investors, Heritage can assist at any stage of the investment process: research on new investments, portfolio allocation, continued diligence on existing holdings, and preparation of materials for LPs. For businesses, we take on financial projects that give our clients better insights into their own businesses and prepare materials that will better communicate these findings to the audience. Our goal is to supply intelligence so you can draw meaningful conclusions and make the decisions needed to move your venture forward. Assignments can be engaged on a consulting or contract basis.
SERVICES and EXPERTISE
• Financial Statement Analysis
• P&L and Operating Models
• Examining SEC Filings
• Diligence Calls
• Portfolio Composition and Returns
• Debt and Covenant Analysis
• Competitive Landscape
• Industry and Transaction Comps
• Regression and Correlations
• Asset Allocation and Portfolio Optimization
• Unit Economics
• Stress-testing
• Industry Benchmarking
• Sector Trends and Developments
• Investor Presentation
Founded: 2013
Work Terms
Consulting (fixed fee) or contract (per hour) basis
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